PZRMX Mutual Fund

NAV$9.01

Returns Overview

1 Month
-2.71%
3 Months
+0.83%
6 Months
+4.29%
YTD
+4.17%
1 Year
+12.74%
3 Years (annualized)
+10.36%
5 Years (annualized)
+6.02%
10 Years (annualized)
+5.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PZRMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+4.14%
vs Peers
+0.03%

PZRMX Mutual Fund Performance

PZRMX performance across multiple time periods: 1-month -2.71%, YTD 4.17%, 1-year 12.74%, 3-year 10.36%, 5-year 6.02%, 10-year 5.97%.

PZRMX returns outperform the peer average of 4.14% YTD. With an expense ratio of 2.31%, investors should weigh costs against performance when evaluating this mutual fund.

PZRMX performance comparison shows side-by-side returns with another fund. PZRMX alternatives are available in the Mutual Fund Screener.